Global AI Glasses Shipments Surge 263% in H1 2026 as Meta Takes 94% of Display-Less Market
Summary
Global AI-glasses shipments jump 263% year over year in the first half of 2026, with Meta controlling about 94% of display-less models through new Ray-Ban Meta variants and lower-priced Meta Glasses.
Key Points
- Global AI glasses shipments surge 263% year over year in H1 2026, with display-less models comprising 96% of the market.
- Meta captures about 94% of display-less AI-glasses shipments as its volumes rise 260% year over year, propelled by new Ray-Ban Meta variants, lower-priced Meta Glasses and market expansion.
- AR and AI glasses shipments climb 449% year over year from a small base; China accounts for 45% of this segment, led by commercialization from Rokid, Even Realities, Alibaba and INMO.